+136.2%
BP vs OKE
+138.0%
-1.8%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | -0.5% |
| 7D | +5.2% | +1.2% | +4.0% | +4.4% |
| 30D | +8.7% | +4.5% | +4.2% | +5.7% |
| 3M | +9.3% | +9.6% | -0.3% | +3.2% |
| 6M | +13.6% | +15.4% | -1.8% | +3.7% |
| YTD | +37.7% | +36.5% | +1.2% | +13.1% |
| 1Y | +40.6% | +39.0% | +1.7% | +14.1% |
| 3Y | +40.3% | +74.3% | -34.0% | -7.3% |
| All | +136.2% | +138.0% | -1.8% | +23.5% |
Cumulative growth
Daily Returns
Daily percentage return beside OKE.
Daily Out/Under-Performance
Portfolio return minus OKE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OKE return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded OKE wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling